401(k) · DOL Form 5500 · 2023
Healthcare Distribution Alliance 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $569,900
- Avg per participant High balance/head
Official DOL plan name: Healthcare Distribution Alliance Employee Savings Plan · Sponsored by Healthcare Distribution Alliance · District of Columbia · Other Services
$22M in assets, 39 participants
Healthcare Distribution Alliance's Healthcare Distribution Alliance Employee Savings Plan reported $22M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 75th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,781 in Other Services (7,857 peers)
Where Healthcare Distribution Alliance Employee Savings Plan sits by assets
Healthcare Distribution Alliance Employee Savings Plan sits in the top quartile of all filed plans by assets, $22M for 39 participants (~$569,900/participant), up 21.4% in 2023.
- #6,781
- in Other Services (7,857 peers)
- +21.4%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Healthcare Distribution Alliance Employee Savings Plan's outsized position by total assets
Healthcare Distribution Alliance Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,226,118 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Healthcare Distribution Alliance Employee Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthcare Distribution Alliance Employee Savings Plan is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Healthcare Distribution Alliance Employee Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Healthcare Distribution Alliance Employee Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Healthcare Distribution Alliance Employee Savings Plan reported participants rose from 37 in the plan year 2022 filing to 39 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131088150 · Healthcare Distribution Alliance PY 2023 · 401(k)
Healthcare Distribution Alliance Employee Savings Plan · $22M · 39 · 75th
- VS-ST $22M
- VS-ST 39
- VS-ST 75th
- VS-ST 401(k)
- VS-ST near Realmanage, LLC 401(k) Plan
- VS-ST ind #6781
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in District of Columbia →
Healthcare Distribution Alliance Employee Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 131088150 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthcare Distribution Alliance)
Sponsor-wide plan assets over time
All Healthcare Distribution Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 35.479801519135194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $18M |
| 2023 | 1 | 39 | $22M |
| 2024 | 1 | 42 | $25M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Healthcare Distribution Alliance Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Realmanage, LLC 401(k) Plan in TX ($22M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Realmanage, LLC 401(k) Plan (TX) $22M · 1,418
- Arrow Gear Incentive Savings Plan (NY) $22M · 161
- Wilhelmsen Ships Service Pension Plan (TX) $22M · 114
- Jabian, LLC 401(k) Plan (GA) $22M · 145
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- John S. Lane & Son, Inc. 401(k) Union Plan (NY) 39 · 0 off
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 39 · 0 off
- Court Street Ford Inc 401(k) Plan (IL) 39 · 0 off
- Defined Logic 401(k) Plan (NJ) 39 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.